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October 22, 2025
財經

Netflix公布財報未達預期 歸因於巴西稅務爭議

串流服務平台 Netflix周二 (21 日) 盤後公布第三季財報,惟業績未達預期,拖累股價盤後下挫。Netflix將之歸因於與巴西稅務機關持續的爭議。****

Netflix公布第三季營收年增 17%,達115.1億美元,符合預期。第三季淨利達 25.5 億美元,或每股盈餘 5.87 美元,高於去年同期的每股 5.40 美元。Netflix 表示,成長主要來自會員數增加、價格調整及廣告收入提升。

展望第四季,Netflix 預期營收將年增 17%,延續這些趨勢。不過,Netflix 在致股東信中表示,「營業利益率為 28%,低於先前預估的 31.5%,主要因一筆與巴西稅務機關持續爭議相關的費用,該費用並未納入我們的預測中。若排除此項支出,我們本可超越第三季營業利益率的預期。」

全年方面,Netflix 預測營收將達 451 億美元,年增 16%,符合先前預期。共同執行長 Greg Peters 指出,Netflix 今年的廣告收入預計將成長一倍以上。

此外,Netflix 仍受益於 6 月上架的動畫電影《Kpop 獵魔女團》(KPop Demon Hunters),該片已成為平台上觀看次數最多的電影,累積觀看量超過 3.25 億次。

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